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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
FCM
2801
Firsthand Capital Management
San Jose,
California
| $191M | -$27.6M | -13% | 10.2% | 265% | 59 | 6.78% | 1 |
|
| 2802 |
RSVP
2802
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $191M | -$8.56M | -4% | 0.69% | 64.3% | 56 | 3.57% | 1.2 |
|
| 2803 |
ITIM
2803
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $191M | +$18.2M | +11% | 0.62% | 104% | 125 | 8.8% | 1.1 |
|
| 2804 |
CI
2804
Chartist Inc
Seal Beach,
California
| $191M | -$13.6M | -7% | 1.28% | – | 62 | 29.03% | 1.1 |
|
| 2805 |
GC
2805
Gratry & Company
Beachwood,
Ohio
| $191M | -$63.1M | -25% | 0.8% | 44.3% | 72 | 27.78% | 0.9 |
|
| 2806 |
SGK
2806
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $191M | +$2.96M | +2% | 0.36% | 59.5% | 49 | 8.16% | 1.1 |
|
| 2807 |
MFS
2807
Monetta Financial Services
Wheaton,
Illinois
| $190M | -$255K | -0.1% | 4.8% | 275% | 73 | 43.84% | 0.7 |
|
| 2808 |
CBCM
2808
Cook & Bynum Capital Management
Birmingham,
Alabama
| $190M | +$11.1M | +6% | 6.4% | 46.8% | 5 | 0% | 1.3 |
|
| 2809 |
SCM
2809
Signia Capital Management
Spokane,
Washington
| $190M | -$32.9M | -15% | 9.6% | 27% | 76 | 10.53% | 1.1 |
|
| 2810 |
PWAP
2810
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $190M | -$5.14M | -3% | 0.42% | 58.5% | 126 | 4.76% | 1.1 |
|
| 2811 |
LYV
2811
Live Your Vision
West Conshohocken,
Pennsylvania
| $190M | -$1.3M | -0.7% | 1.22% | 17.9% | 48 | 16.67% | 0.9 |
|
| 2812 |
MP
2812
Mediatel Partners
Fort Worth,
Texas
| $190M | +$179K | +0.1% | 0.1% | 11.6% | 2 | 0% | 1.3 |
|
| 2813 |
BCM
2813
BlueMar Capital Management
Miami,
Florida
| $190M | +$69.5M | +58% | 0.73% | 27.4% | 41 | 65.85% | 0.2 |
|
| 2814 |
CP
2814
Cinque Partners
Los Angeles,
California
| $189M | -$5.03M | -3% | 0.23% | – | 40 | 5% | 1.2 |
|
| 2815 |
MC
2815
Miles Capital
West Des Moines,
Iowa
| $189M | -$9.44M | -5% | 3.49% | 15.4% | 127 | 20.47% | 0.8 |
|
| 2816 |
AMIM
2816
Aull & Monroe Investment Management
Mobile,
Alabama
| $188M | +$1.25M | +0.7% | 0.34% | 98.3% | 121 | 8.26% | 1.1 |
|
| 2817 |
IIC
2817
Ironwood Investment Counsel
Scottsdale,
Arizona
| $188M | -$4.95M | -3% | 0.52% | 64% | 144 | 8.33% | 1 |
|
| 2818 |
RI
2818
RWWM Inc
Rocklin,
California
| $188M | +$3.44M | +2% | 1.94% | 40.6% | 9 | 11.11% | 1 |
|
| 2819 |
AMG
2819
Asset Management Group
Stamford,
Connecticut
| $187M | +$2.05M | +1% | 2.01% | 57% | 86 | 4.65% | 1.1 |
|
| 2820 |
IHM
2820
Iguana Healthcare Management
New York
| $187M | -$27.2M | -13% | 10.5% | 141% | 89 | 56.18% | 0.3 |
|
| 2821 |
HMS
2821
Hanseatic Management Services
Albuquerque,
New Mexico
| $187M | +$32.7M | +21% | 8.57% | – | 427 | 66.04% | 0.3 |
|
| 2822 |
KC
2822
Kingfisher Capital
Charlotte,
North Carolina
| $187M | -$5.75M | -3% | 1.56% | 58.5% | 167 | 32.34% | 0.9 |
|
| 2823 |
ACM
2823
Alistair Capital Management
Dallas,
Texas
| $187M | +$16.7M | +10% | 10.3% | – | 25 | 48% | 0.5 |
|
| 2824 |
LS
2824
Lattice Strategies
Wayne,
Pennsylvania
| $187M | -$6.51M | -3% | 3.24% | 19.9% | 104 | 7.69% | 1.1 |
|
| 2825 |
SC
2825
Stratford Consulting
Addison,
Texas
| $187M | -$6.78M | -4% | 2.27% | 8.23% | 57 | 8.77% | 1.1 |
|